§ 13F · FUND PROFILE
Makaira Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$127.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 164K | $34.2T | 26.8% | NEW |
| 2 | DPZ | DOMINOS PIZZA INC | 37K | $15.4T | 12.1% | NEW |
| 3 | LAMR | LAMAR ADVERTISING CO NEW | 120K | $15.2T | 11.9% | NEW |
| 4 | BBWI | BATH & BODY WORKS INC | 734K | $14.7T | 11.5% | NEW |
| 5 | CDW | CDW CORP | 100K | $13.6T | 10.6% | NEW |
| 6 | BELFB | BEL FUSE INC | 55K | $9.3T | 7.3% | NEW |
| 7 | FLUT | FLUTTER ENTMT PLC | 41K | $8.9T | 7.0% | NEW |
| 8 | LMB | LIMBACH HLDGS INC | 102K | $8.0T | 6.2% | NEW |
| 9 | WHD | CACTUS INC | 141K | $6.5T | 5.0% | NEW |
| 10 | SVV | SAVERS VALUE VLG INC | 159K | $1.5T | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAKAIRA SIGNAL
AC read
Makaira Partners LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed